Health Insurance Consulting
Marketing Plan

This pre-written plan in Excel gives a full marketing roadmap with messages, channels, and timing. It's fully editable so you can tailor language, budget, and channels to any insurance niche. Save hours and keep consistent outreach.

Editable sections across every campaign

Swap channels to fit audiences

Change budget and hourly estimates

Use industry-specific sample included

The Excel Gantt chart shows tasks across weeks with color-coded bars for owners and dependencies. It makes sequencing enrollment outreach, webinars, and follow-ups obvious at a glance. Use it to align sales and content timelines.

Color-coded tasks and owners

Dependencies prevent scheduling conflicts

Weekly view and monthly rollup

Printable timeline for stakeholder meetings

Template includes 30+ pre-built marketing actions-emails, webinars, referral outreach, LinkedIn ads, and local partnerships. Each task has suggested duration, owner, and outcome metric. That keeps campaigns thorough and repeatable.

Email sequences for enrollment periods

Webinar scripts and promotion checklist

Local business partnership outreach steps

Referral program setup actions

Every timeline and task duration is editable in Excel; shifting a start date recalculates dependent tasks. You can compress or extend phases without manual fixes. It fits fast pivots during open enrollment windows.

Drag dates or enter start weeks

Adjust durations per resource availability

Auto-adjusts dependent task dates

Supports sprint or phased timelins

Built-in progress tracking shows percent complete and highlights overdue tasks in red. A dashboard summarizes weekly completions and remaining work. That helps you spot blocked items before enrollment deadlines.

Percent complete per task visible

Overdue tasks highlighted automatically

Weekly progress summary dashboard included

Quick filter by owner or campaign

Assign tasks to consultants or external partners and view who's responsible at a glance. Dependencies reduce double work and prevent missed handoffs. Use the template to coordinate advisors, marketers, and ops.

Assign owners with single click

Clear handoffs reduce duplicated work

Notes field for handover details

Exports for team meeting agendas

No Excel skills needed-color-coded fields and protected cells guide edits. Built-in formulas handle dates, percent complete, and summaries. Instructions are inline, so anyone on your team can run it.

Editable cells clearly color-coded

Protected formulas prevent accidental breaks

Step-by-step usage notes included

Works on Excel and Google Sheets

Export to PDF or share as a Google Sheet for stakeholders. Layout prints cleanly for client meetings and board reviews. You can also attach specific task views to status emails.

PDF-ready one-page campaign view

Google Sheets friendly export option

Print-friendly timelines and task lists

Attach views to status emails

A weekly highlight pane shows current week priorities and near-complete tasks. The completion guide lists next steps and blockers for each owner. It keeps your enrollment sprints focused.

Current-week spotlight for priorities

Next-step checklist per owner

Blockers flagged for quick resolution

Use in weekly stand-up meetings